Innovative Wealth Building

Finance · Maryland, United States · 11-50 Employees

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Overview

Headquarters

23567 Oak View Dr Ste A, California, Mar...

Phone Number

(240) 237-8086

Revenue

<$5 Million

Industry

Finance Securities Trading
ZI Rank: 1
Signal Type
Dec
Jan
Feb
Mar
Apr
May
ZI Rank
1
1
1
1
1
1

About Innovative Wealth Building

Innovative Wealth Building (IWB) is a Registered Investment Adviser that focuses on providing personalized financial strategies to help clients achieve their financial goals. The company emphasizes a family-oriented approach and offers a range of services including financial planning, retirement planning, investment management, and cash flow planning. IWB is dedicated to ensuring that every individual can attain financial independence through tailored strategies and dedicated support. With office locations in Southern Maryland, Los Angeles, and Dallas-Fort Worth, IWB aims to make financial management a smooth and stress-free experience for its clients.Explore more
Innovative Wealth Building's Social MediaPopular SearchesInnovative Wealth BuildingInnovative Wealth Building LLCSIC Code 62,628NAICS Code 52,523Show more

Innovative Wealth Building Org Chart

WB
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Chief Executive Officer & President

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Terry Parham, Co-Founder & Financial Planner & Chief Financial Officer, Cco at Innovative Wealth Building
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Co-Founder & Financial Planner & Chief Financ...

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PM
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Financial Planning Specialist

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KP
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Founder & Financial Planner

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CB
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Financial Advisor

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Innovative Wealth Buildin...

<$5M
11-50
Private
-
2021
WB
Warren BrooksCEO & President
<$5M
11-50
Private
-
2011
LB
Linda BaulchDirector, Client Services
<$5M
1-10
Private
-
2014
LD
Leila DudleyFounder & Managing Principal
<$5M
1-10
Private
<$5M
2016
AL
Aaron LeakFounder & Manager, Wealth
<$5M
1-10
Private
<$5M
2012
RL
Rachael LeonardSenior Administrator
<$5M
1-10
Private
-
2017
HB
Hilary BelerClient Services Coordinator
<$5M
1-10
Private
-
-
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Company Profile Activity

i

Among all Finance companies

Low Activity

High Activity

Activity Insights

Innovative Wealth Building is experiencing very low activity levels compared to other companies in the Finance sector.

What does this means?

Innovative Wealth Building is drawing exceptional interest within the Finance industry, suggesting notable developments or strong market momentum, learn more about Innovative Wealth Building.

Innovative Wealth Building Tech Stack

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Frequently Asked Questions Regarding Innovative Wealth Building

What is Innovative Wealth Building's official website?
Innovative Wealth Building's official website is www.innovativewealthbuilding.com
What is Innovative Wealth Building's Revenue?
Innovative Wealth Building's revenue is <$5 Million
What is Innovative Wealth Building's SIC code?
Innovative Wealth Building's SIC: 62,628
What is Innovative Wealth Building's NAICS code?
Innovative Wealth Building's NAICS: 52,523
How many employees does Innovative Wealth Building have?
Innovative Wealth Building has 11-50 employees
What industry does Innovative Wealth Building belong to?
Innovative Wealth Building is in the industry of: Finance, Securities Trading
What is Innovative Wealth Building competition?
Innovative Wealth Building top competitors include: Provident Wealth Advisors, Shala Financial, ECL Private Wealth Management, Mosaic Wealth Strategies
What technology does Innovative Wealth Building use?
Some of the popular technologies that Innovative Wealth Building uses are: WordPress.org, reCAPTCHA, PHP, HubSpot Marketing Free
Who is the CFO of Innovative Wealth Building?
Innovative Wealth Building's CFO is Terry Parham
How do I contact Innovative Wealth Building?
Innovative Wealth Building contact info: Phone number: (240) 237-8086 Website: www.innovativewealthbuilding.com
What does Innovative Wealth Building do?

Innovative Wealth Building (IWB) is a Registered Investment Adviser that focuses on providing personalized financial strategies to help clients achieve their financial goals. The company emphasizes a family-oriented approach and offers a range of services including financial planning, retirement planning, investment management, and cash flow planni... ng. IWB is dedicated to ensuring that every individual can attain financial independence through tailored strategies and dedicated support. With office locations in Southern Maryland, Los Angeles, and Dallas-Fort Worth, IWB aims to make financial management a smooth and stress-free experience for its clients.Read More

What are Innovative Wealth Building social media links?
Innovative Wealth Building Linkedin page Innovative Wealth Building Facebook page
Is Innovative Wealth Building a public company?
Innovative Wealth Building is private company therefore does not currently have an official ticker symbol
See more information about Innovative Wealth Building

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